Click and Collect POS
Shopify’s Native Local pickup functionality is supported by Indigo8 POS
This feature requires the combined inventory setup in your Indigo8 website settings along with Location ID’s stored in your warehouse settings.
The Click and Collect orders will look like this in Indigo8 with a pink CLICK COLLECT label
The CLICK COLLECT label is also visible on the dispatch tab
Click and Collect orders are visible on a tab on the POS labeled ‘Collect’
Yellow orders = New
Blue orders = stock put aside and packed
To confirm the stock for the order, click ‘Have It’ and the order will change to a ‘packed’ status in the system.
When the stock is confirmed, the Ready For Pickup button will become green.
Click the ‘Ready For Pickup’ button and the Shopify order will be updated and Shopify messaging will let the customer know their order is ready
Indigo8 also update notes on the Shopify order
When the customer has picked up their order, you can mark the order as complete by using the ‘Picked Up’ button
The notes on the Shopify will be updated with timestamps from the store and the order will become ‘fulfilled’. In Indigo8, the order will now be invoiced and the stock deducted from inventory.
FAQ
Q. What happens if I don’t an item?
A. Click the ‘Don’t Have it' button
There will also be a popup like this.
There are settings in the POS to assign the email to notify and the location to update the order items to.
The email alert will look like this
All items on the order will be moved to the Quarantine Location so you can complete your customer service process.
- The order will be put on ‘Hold’ for bulk pick and pack users and there is a note on the General Comments in the footer of the order
If the click and collect order is multi items and you are only fulfiling one item, it’s recommended you refund the out of stock item first.
Then you can follow these steps in Indigo8
- Delete the item that can’t be removed from the order
- Create a negative payment to reflect the refund so that the paid and total value match
- Change the warehouse back to the store for the item that can be fulfilled, remove the hold, save
Then the order will appear in the POS again to be confirmed and inform the customer it’s ready for pickup.
NOTE:
The Shopify notification sent to customers includes all items on the order, so it’s important to refund before marking the order ready for pickup, so the refunded item is reflected on the email as ‘refunded’.